Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.
Key Findings
The research uncovered the marketing strategies today that are actually producing new clients.
In June, Red Zone Marketing conducted a survey of 641 financial advisors to see how they are operating, what they are facing in their businesses right now, and… how they are marketing given social distancing.
We will release more information about the survey but wanted to start with the top marketing ideas that were uncovered, and our subsequent research into the specific resources for conducting these activities on your own.
The study was conducted June 15-19,
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